HS

Horan Securities Portfolio holdings

AUM $284M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 5.65%
2 Technology 4.7%
3 Industrials 3.03%
4 Healthcare 2.74%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
0